INSIDE PACTICE PRESENTS:

LEGAL AI

PATHFINDER'S

ASSEMBLY: CHICAGO


CHICAGO // MAR 6/7 // 2024

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OVERVIEW

It's critical at this point in time to think about what the rise of GenAI and other emerging technologies mean for lawyers and allied professionals; how we learn, how we teach, and how we practice. 

 

Strategic and practical innovation increasingly demands refreshed skillsets, proper training and education enabling an ability to work with and alongside emerging tools and tech to a degree where we are not merely adapting to change, but actively driving it - taking a hands-on, developmental approach to shaping the tools that will no doubt reshape our profession. 


The question isn’t whether AI will change how we live and work: the key questions are when, where, and how?  


The answers are murky but are rooted in what people will and won’t do.


The challenge facing law firms today is a human one, and now is the time for law firm leaders to rise to the occasion with vision, curiosity, courage, and empathy. 

 

The exponential maturity of AI tools and tech represents a confluence of challenges while at the same time unlocking an immense opportunity for rapid innovation. While the majority of legal professionals are adopting a cautious "wait and see" approach, this does not equate to inaction. 

 

As the industry anticipates the long-term returns of generative AI, an unprecedented shift towards collaboration is emerging.  We now commonly see traditional competitors uniting in collective endeavors to better understand and harness AI's potential, recognizing that shared knowledge and experience are pivotal for success. 

LEAD PARTNER / HOST

The Legal AI Pathfinder’s Assembly: Chicago is a peer-to-peer exchange and distillation of the collective experience and wisdom of some the legal sector's most innovative and forward-thinking minds – a synthesis of thought leadership, practical experimentation, and strategic foresight. 


This two-day event – rich with firm case studies and dynamic panel discussion – will provide an ideal platform for a cross-section of firm leaders to reflect on their own progress, milestones, wins and losses, and lessons learned at the intersection of digital transformation, data literacy, and firm strategy. 


The program will highlight the pioneering initiatives of several leading firms, while more broadly addressing the intricacies of developing strategic roadmaps that inform investment, education, adoption, and the effective deployment of emerging AI tools and tech. 


How is the democratization of technology changing the workplace and our respective roles within it?  As change agents and gatekeepers of transformation, how do we balance a desire to “let a thousand blossoms bloom” with a need for achieving cost control, security, and reliability? 

 

We hope you will join us in Chicago this March 6-7 at the offices of Chapman and Cutler, as we collectively construct and dissect an emerging blueprint for data-driven transformation that balances practical and realistic near-term expectations with longer-term aspirational goals - emphasizing the importance of experimentation, collaboration, education, and data literacy. 


PARTNERS

SUPPORTING PARTNERS

Early Bird Registration:


Confirm your place at this event by January 31st and save $500 on your registration.

Use the discount code EB20PFC when placing your order.


Confirm your place

Join us as we delve into how law firms are:

 

  • Aligning their tech stack with firm strategy, balancing practical and realistic expectations of emerging tools with long-term goals, aspirations, and noise from the marketplace 

 

  • Developing new, high value AI-enabled services that satisfy unmet client needs through interdisciplinary collaboration – bringing together lawyers, data scientists, engineers, and service designers to drive innovation and ensure ethically sound AI applications 

 

  • Enabling their lawyers to work with and alongside AI solutions through proper training, education, and skills development 

 

  • Navigating the build versus buy equation: Evaluating the benefits and challenges of developing in-house AI solutions versus leveraging third-party technologies 
  • Driving Innovation through data literacy: Recognizing data as a strategic asset and fostering a culture that prioritizes data fluency, serving as the bedrock of innovation 

 

  • Paving the way for AI through data excellence: Coming to grips with diverse data sets and harmonization across departments and geographies while establishing governance frameworks in anticipation of implementing advanced AI solutions 

 

  • Cultivating 'GenAI muscles' through experimentation and learning and how these efforts are translating into differentiated services for clients 

 

  • Expanding on existing AI applications and predictive analytics, reimagining the future of data-driven litigation strategy 

 

  • Using AI not just to increase productivity in service delivery, but also to improve client retention, accelerate revenues, and strengthen client relationships 

FACULTY

AGENDA

DAY 1 / Wednesday / March 6th


All times are listed in US Central Time:

San Francisco -2 / Chicago 0 / New York +1 / London +6 / Zurich +7 / Tokyo +14 / Sydney +15

8:45AM – 9:00AM

Chairperson's Introduction and Opening Remarks


Damien Riehl

VP, Solutions Champion

vLex 

9:00AM – 9:45AM / KEYNOTE

Exploring Opportunities to Fail Fast, Better in the Age of Generative AI 


David Cambria, affectionately known as the "godfather of legal operations” for his transformative leadership at Baker McKenzie, PwC, Aon, and Archer Daniels Midland, will inspire attendees to embrace a 'fail fast, better' approach, highlighting the critical opportunity for law firms to innovate boldly at the crossroads of AI and digital transformation. 

 

Attendees will gain insights into pace and scale as it pertains to laying the foundational groundwork necessary to be able to leap forward in your respective AI journey. 

  • FULL OVERVIEW

    This opening keynote will also delve into the evolution of legal operations, from traditional models to the potential for more dynamic, AI-enhanced frameworks—with a particular focus on the mind shift from 'Value vs. Effort' to 'Potential vs. Effort' – inspiring firms to experiment with confidence and invest in the necessary skillsets for a future where technology amplifies capability. 


    Cambria will challenge law firms to adopt this 'fail fast, better' mindset, emphasizing the importance of innovation and the willingness to embrace failure as a steppingstone to success. He will draw on his extensive experience to illustrate how strategic initiatives and a commitment to foundational growth are crucial ingredients to understanding and leveraging AI's potential. 

David Cambria 

Former Operational Lead at Baker McKenzie, PwC, Aon, and Archer Daniels Midland 

"The godfather of legal operations"

9:45AM – 10:30AM

What We Talk About When We Talk About AI... 


With client relationships spanning more than a century, Chapman and Cutler has “seen it all”. And throughout its existence, the firm has maintained a rich legacy of innovation that continues to this day. 

  • FULL OVERVIEW

    So how does a firm like Chapman process and absorb today’s technological disruption and the mania surrounding artificial intelligence – with the purported transformative impact of the printing press or the internet?  


    What can it do that we can’t do now?  What can it do better than what we do now?  With a full year under their belts in posing questions (like these) and evaluating opportunities, several leaders from the firm will share their assessment and impressions around the possible impact of AI tools.  


    This discussion will focus on the practical, as opposed to the purely technical – sharing perspectives around culture, leadership, and strategy as we all ponder the plethora of options, risk, and opportunity.    


    And, maybe most relevant of all, how can firms balance practical and realistic expectations, with noise from the marketplace?  

Kelley Bender / Chief Operating Partner / Chapman and Cutler LLP 

Eric Wood / Practice Innovations & Technology Partner / Chapman and Cutler LLP 

David Hambourger / Chief Information Officer / Chapman and Cutler LLP 

10:30AM – 11:00AM Morning Networking Break

11:00AM – 11:15AM / SPOTLIGHT

Emerging AI Tools & Tech Solutions: DraftWise


James Ding / CEO / DraftWise

11:15AM – 12:00PM

AI and Client Solutions: Creating New Value with Interdisciplinary Teams


Baker McKenzie is one of a small handful of firms and providers who began their AI journeys years ago, before the rest of the market started to take notice. One key investment for the leading global firm is its interdisciplinary Machine Learning Practice, BakerML - which serves as the pointy end of a multi-layered AI strategy that involves enterprise software, application-specific legal tech and internal capabilities.

  • FULL OVERVIEW

    BakerML provides strategic guidance to firm-wide AI initiatives, such as its recent Microsoft/Open AI rollouts and evaluation of GenAI-infused vendor solutions. However, the core focus of the team (which includes data scientists, engineers, lawyers and service designers) is on developing new, high value AI-enabled services that satisfy unmet client needs. 


    Join BakerML's Director, Associate and Senior Data Scientists as they walk through some recent success stories, including multi-$M global client retainer deployments, that demonstrate the power of this team approach.

Danielle Benecke  / Founder, BakerML / Baker & McKenzie LLP 

Zonghui Wei / Senior Data Scientist, BakerML / Baker & McKenzie LLP 

Adam Blomberg / Data Scientist, BakerML / Baker & McKenzie LLP

Rowena Baer / Associate, BakerML / Baker McKenzie LLP

12:00PM – 1:00PM Networking Lunch

1:00PM – 1:45PM

Data Literacy as the Catalyst for Innovation:

Buchanan Ingersoll & Rooney's Quest to Exceed Functionality, Security, and Usability Expectations 


In a legal industry often constrained by technological limitations, Buchanan Ingersoll & Rooney has emerged as a trailblazer, leveraging data literacy as the catalyst for groundbreaking innovation. This session will spotlight the firm's BuchananArtifex AI platform, a cornerstone of Buchanan's data literacy program and a marvel of in-house development by their BuchananInnovate team. 

  • FULL OVERVIEW

    Built on OpenAI's Large Language Models via a secure API, BuchananArtifex is not just another tool; it's a testament to the firm's commitment to exceeding functionality, security, and usability expectations. 


    The platform addresses industry-specific challenges, such as the need for enduring memory in AI chatbots and real-time, accurate data, all while aligning closely with users' actual needs and feedback. This discussion will delve into the firm's culture of continuous improvement and collaborative learning, fostered by a strong foundation in data literacy.  


    BuchananArtifex serves as a conduit for shared insights and collective intelligence, contributing to a growing repository of knowledge that benefits both the firm and its clients. 


    Join us to discover how Buchanan Ingersoll & Rooney is setting new benchmarks in legal technology by making data literacy the cornerstone of its innovation strategy. 

Scott M. Angelo / Chief Information Officer / Buchanan Ingersoll & Rooney 

Jeffrey M. Lagana / Director - Enterprise Operations & Security / Buchanan Ingersoll & Rooney 

Morgan Llewellyn / AI Practice Director / Hike2

1:45PM – 2:00PM / SPOTLIGHT

Moneyball and the Business of Law: A Whole New Ballgame


Kevin Walker / CEO / Centari

2:00PM – 2:30PM Afternoon Networking Break

2:30PM - 3:15PM

Navigating GenAI Solutions for Law Firms:

Build, Buy, or Both? 


To build or buy generative AI tools? We are all familiar with the question. But how are law firms navigating the complex terrain between developing GenAI solutions in-house, or procuring them externally? This lively panel discussion will dissect the build-or-buy dilemma, considering the technical prowess, resources, and strategic foresight required for each path. 

  • FULL OVERVIEW

    Firms lacking in-house development capabilities may find value in third-party solutions, avoiding the complexities of product creation. Conversely, firms with onboard technical expertise can tailor bespoke tools that directly address unique challenges, potentially creating a unique competitive edge. 


    In reality, most firms occupy the middle ground, balancing in-house development with strategic outsourcing based on specific project needs and future goals. This panel will navigate these intricacies, examining critical factors like cost, time, and internal expertise that influence the decision to build or buy, particularly within the realm of generative AI. Attendees will gain insights into how different firms are approaching this decision, highlighting the benefits and circumstances around custom tool development as well as demonstrating when external solutions are more advantageous.  

Theresa Spartichino / Senior Manager of Legal Technology / Ropes & Gray

Iris Skornicki / Director of Knowledge Solutions / Paul Weiss 

Michael Dov Nogroski / Chief Innovation Officer / Chapman & Cutler LLP 

James Ding / CEO / DraftWise 

3:15PM – 3:30PM / SPOTLIGHT

Emerging AI Tools & Tech Solutions


Cortney DeBasio / Global Accounts Director, Legal Large Law / Thomson Reuters

3:30PM – 4:15PM

AI Readiness: Crucial Conversations in the Boardroom & on the Ground


Everyone is talking about GPT: what AI can and can’t do, what lawyers should or shouldn’t do with it, and what law firms are or aren’t using it.  

  • FULL OVERVIEW

    As the prompt engineering crowd knows, we need to “take a deep breath,” take a step back, look at the bigger picture, and flip the script.  The question isn’t whether AI will change how we live and work: the key questions are when, where, and how?  The answers are murky but are rooted in what people will and won’t do.  The challenge facing law firms today is a human one, and now is the time for law firm leaders to rise to the occasion with vision, curiosity, courage, and empathy. 


    This closing session by Jae Um, Founder and Executive Director of Six Parsecs, will pull together strategic context and commercial insight to make sense of the current state of play in legal business – and paint a picture of the competitive context law firms can expect in the next 3 to 5 years.  Attendees should expect dataviz, emoji, and a provocative call to action. 

Jae Um 

Founder and Executive Director   

Six Parsecs 

4:15PM - 4:30PM

Conference Chairperson / Closing Remarks

4:30PM - 6:00PM

Networking Cocktail Reception 

DAY 2 / Thursday / March 7th


All times are listed in US Central Time:

San Francisco -2 / Chicago 0 / New York +1 / London +6 / Zurich +7 / Tokyo +14 / Sydney +15

8:45AM – 9:00AM

Chairperson's Introduction and Opening Remarks


Damien Riehl

VP, Solutions Champion

vLex

9:00 AM - 9:45AM / KEYNOTE

The Future of How We Work: How AI and the Democratization of Technology Changes the Workplace and our Respective Roles Within It


It's critical at this point in time to think about what the rise of GenAI and other emerging technologies mean for lawyers; how we learn, how we teach, and how we practice.   


Strategic and practical innovation in law firm and in-house legal department environments increasingly demand refreshed skillsets, proper training and education (such as prompt engineering and design thinking), enabling lawyers to work with and alongside emerging tools and tech to a degree where we are not merely adapting to change, but actively driving it

  • FULL OVERVIEW

    If we must learn to train machines much the way we would firm associates; to apprentice them and develop their skillsets, and effectively oversee their work, how will various roles and responsibilities evolve as we balance a desire to “let a thousand blossoms bloom” with a need for achieving cost control, security, and reliability? 


    An acceleration in the democratization of technology suggests a shift from a traditional command and control approach to a more open environment where various AI technologies and use cases proliferate.  How do we as firm leaders cope with the changing dynamics of strategic oversight? 


    How do we synthesize voices among the partnership to find a comfortable middle ground along the risk tolerance spectrum—establishing acceptable ground rules from a loss prevention standpoint?   


    In this illuminating and candid discussion, our esteemed panel will explore the transformative impact of AI and the democratization of technology, focusing on the evolving nature of the work itself and how this will inevitably redefine roles and the functional landscape within law firms and legal departments. 

Brad Christmas / Chief Information Officer / Foley & Lardner LLP 

Casey Flaherty / Chief Strategy Officer / LexFusion 
Ilona Logvinova /
Managing Counsel, Head of Innovation McKinsey & Company 

Darth K. Vaughn, Esq. / Managing Director Legal Ops+   Litigation Counsel  / Ford Motor Company

9:45AM – 10:00AM / SPOTLIGHT

Emerging AI Tools & Tech Solutions: Out With the Old, In With the New


Ted Theodoropoulos / CEO / Infodash

Amy Monaghan / VP of Client Success and Product Innovation / Infodash

10:00AM – 10:30AM Morning Networking Break

10:30AM – 11:15AM

From Data Debt to Synchronicity: Navigating the Future of Law Firm Data Strategy


It is becoming clear that data is the lifeblood of innovation and operational excellence. And in today’s era of digital transformation, a well-defined data strategy is no longer a luxury but a requirement for law firms aiming to stay ahead of the pack. This candid panel discussion will aim to dissect the complexities involved in developing and refining a law firm's data strategy. 

  • FULL OVERVIEW

    Recognizing that every law firm has its unique approach to data, our esteemed panelists will delve into why a centralized data strategy is crucial for accelerating digital transformation. The discussion will explore multiple facets of building a data strategy—from assessing the current data maturity level, identifying key questions, and aligning projects with business goals, to selecting enabling technologies and establishing leadership/ownership. 


    Panelists will tackle the critical issue of data silos that inhibit effective use of data and will discuss ways to tap into the immense amount of unstructured data that law firms are sitting on. What competitive advantages can be gained through effective data strategy? What skill sets are missing in today’s law firms, and what should firms be prioritizing when hiring?  


    The panel will also identify common mistakes in developing a data strategy and will provide key insights into data governance and stakeholder engagement. Join us for a comprehensive look at how law firms can take actionable steps to develop a strategic direction that not only optimizes internal processes but also adds significant value for clients. 

Cindy Bare / Chief Data and Innovation Officer / Frost Brown Todd LLP 

Rachel Shields Williams / Director, Knowledge Management Enablement & Insights / Sidley Austin LLP 

Andrew Sprogis / Chief Innovation Officer / Katten Muchin Rosenman LLP 

Tom Baldwin / CEO & Founder / Entegrata 


11:15AM - 12:00PM

AI Applications for Litigation: The Future of Data-Driven Litigation Strategy


AI Applications for Litigation: the Future of Data-Driven Litigation Strategy, will delve into the transformative role of AI in litigation, while also providing flexibility to explore related issues currently on our minds in the legal community. The discussion will touch upon the evolution of AI tools and their impact on litigation outcomes, but also move beyond to the broader implications of these technologies.

  • FULL OVERVIEW

    We will discuss why generative AI has been embraced so readily by lawyers, who historically have been slow to adopt technology. We plan an open dialog about how cutting edge teams are navigating huge amounts of litigation data efficiently with AI, a lively debate about whether or not AI is actually saving clients' money, and an exploration of how we can use AI to solve even bigger problems. Lastly, we will consider the importance of nurturing strategic thinking among young lawyers amidst technological advancements. Join us to gain insights into the transformative potential of AI in litigation and beyond.

Elsa Bullard / Partner / Faegre Drinker Biddle & Reath LLP 

Tianna Dowden / Chief Executive Officer / Tritura 

Bill Childs / Director/Assistant General Counsel / 3M Litigation 

Nicole Nehama Auerbach / Founding Partner / ElevateNext Law / Vice President / Elevate 
Milena Higgins, PhD / Chief Technology Officer / Cloud Court, Inc.   

12:00PM – 1:00PM

Networking Lunch

1:00PM - 1:15PM / SPOTLIGHT

AI for Litigators: Use Cases from the Trenches


Tim Parker / Account Executive / Clearbrief

1:15PM – 2:00PM

Client-Centric VS. Practice-Centric: Could AI-Powered Intelligence Reshape the Business of Law? 


With Generative AI applications sweeping the LegalTech landscape, every day it seems new advances in AI algorithms are threatening to automate away (or at least radically reshape) the legal profession as we know it. 

  • FULL OVERVIEW

    As such the legal industry has been buzzing the past year about an imminent revolution in the law and how legal services are delivered. Yet from a pure business perspective, many (albeit powerful) GenAI tasks such as enterprise search, natural language generation, document tagging, and summarization are focused on disrupting the PRACTICE of law, versus the BUSINESS of law.  


    This panel will explore how firms are using AI not just to increase productivity in service delivery, but also to improve client retention, accelerate revenues, and strengthen client relationships. We will discuss how the rise of client intelligence data, coupled with modern AI capabilities, are empowering firms and the vendors that serve them to better achieve strategic growth objectives, boost client satisfaction, and improve firm financial performance overall.  


    Our panel will also address broader trends around a client-centric versus a practice-centric mindset that is reframing how firms are thinking about applications of AI technology to create enduring value for their clients.  

Amy Monaghan / VP of Client Success and Product Innovation / Infodash

Keli Whitnell / Director of Firm Intelligence / Troutman Pepper 

Cindy Bare / Chief Data & Innovation Officer / Frost Brown Todd 

Paul Giedraitis / Chief Executive Officer / Orgaimi

2:00PM – 2:45PM

Charting a Course for Your Gen AI Strategy: A Human Approach to Legal Innovation


How can law firms take (if even the smallest of) steps to keep up with the pace of change, to grasp opportunities in the emerging tech space, and align resources and expertise to get projects off the ground, creating opportunities for firms to begin building of some GenAI muscles? 

  • FULL OVERVIEW

    In this closing panel, our experts will discuss the strategic integration of generative AI in legal practice, emphasizing a human-centered approach that aligns learning and adoption with the core goals of law firms and their clients. We'll explore practical strategies for behavioral change and human adoption, focusing on collaborative learning and leadership. 


    This session offers a unique perspective on how to start experimenting with GenAI across the firm, fostering a culture of innovation that aligns learning, communication, and strategy. 


    Attendees will leave with a comprehensive roadmap to guide change in their organizations understanding the essential need for leadership in driving successful AI adoption. Join us as we share experiences, lessons learned, and visions for a future where technology enhances, rather than replaces, the human element in legal services. 

Jennifer Leonard / Founder / Creative Lawyers

Todd Corham / Chief Information Officer / Saul Ewing LLP 

Daniel Szabo / Director of Enterprise Projects / Davis Wright Tremaine LLP

2:45PM – 3:00PM

Conference Chairperson / Closing Remarks

END OF CONFERENCE

REGISTRATION

Early Bird Registration:


Confirm your place at this event by January 31st and save $500 on your registration.


Use the discount code EB20PFC when placing your order.


Please note: Group/Team, Student/Academic, vendor and consultant rates available on request

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Individual Registration


Access to

Legal AI Pathfinder’s Assembly: Chicago

for one individual


$1995

($1495 through 01/31)


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TEAM RATES


Legal AI Pathfinder’s Assembly: Chicago is designed with team attendance and cross functional teams in mind. 


Who should attend:


  • Chief Knowledge Officers
  • Chief Operating Officers 
  • Chief Innovation Officers
  • Chief Information Officers
  • AI Solutions Strategists
  • Heads of Data & Analytics 
  • Heads of Data Strategy
  • Data Scientists 
  • Chief Strategy/Growth Officers
  • Legal Technologists/IT Directors/Technology Solutions professionals
  • Partners/Practicing Attorneys/Firm Executive Leadership 


Additional team rates are available on request; please contact us for more information

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